Senior Paraplanner

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Description Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered) Salary: Up to £65,000 plus company benefits About the Company: Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

We are seeking a highly skilled Senior Paraplanner to join our team at CV Elite Ltd. As a Chartered professional with a level 6 qualification, you will be responsible for working on complex Financial Planning cases for High Net Worth and Ultra High Net Worth clients.Key responsibilities include:Utilizing technical expertise to provide comprehensive Financial...

Key ResponsibilitiesLead the Technical team and provide expertise in complex financial planning matters.Research, interpret, and analyse financial data to develop appropriate client solutions.Draft and deliver suitability reports, client illustrations, and detailed records supporting research outcomes.Collaborate with Directors and Financial Planners to...

Job SummaryWe are seeking an experienced Senior Paraplanner to lead the work of our Technical team in West Midlands. As a key member of our financial planning firm, you will oversee the Technical team and provide expertise in complex financial planning matters.The successful candidate will have 5+ years' experience in a Paraplanner role, preferably in a...

Are you an experienced Paraplanner looking for a new challenge in the wealth management industry?We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording...

About the RoleAs a Senior Paraplanner, you will be responsible for technical team leadership, data analysis, suitability reports, and client interaction. You will research, interpret, and analyse financial data to develop appropriate client solutions and collaborate with Directors and Financial Planners to develop recommendations for clients.The ideal...

A well established and highly successful financial planning practice are looking to recruit into their technical team.They need an individual that is chartered or close to achieving the chartered milestone.At least 5 years experience (current) of offering technical support to busy financial planners.Salary to £55,000.00 plus benefits and bonuses Hybrid- 2...

Experience the Thrive of a Southeast Financial Planning CompanyWe are seeking an experienced Paraplanner to become a key member of our dynamic paraplanning team. Based in our London office, you will work closely with Financial Advisers and Investment Managers in a strong team-focused environment. Our company has continued to grow and strengthen, with further...

This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain...

**Job Opportunity:**We are seeking a highly skilled Senior Chartered Financial Adviser to join our team at Quilter. As a key member of our team, you will manage an existing client bank of high net worth individuals with approximately £80M in funds under management.**Key Responsibilities:**Provide full holistic financial advice to high net worth clients,...

Job OverviewWe are seeking an experienced Senior Paraplanner to join our team at CV Elite Ltd, a leading Financial Planning firm in London. As a highly technical expert, you will work closely with our Director of Growth to deliver exceptional financial services to high-net-worth individuals and families.About the Role:Conduct comprehensive financial analysis...

Book of clients given - Employed role - Junior or newly qualified advisor Fram are working with a Halifax based IFA, who are seeking a Junior financial advisor to join their team. This role is to take over existing clients from some of the more senior advisors in order for them to develop new business. Our client is happy to talk to a or new qualified...